2023-01-12 CDLNZ-PT Meeting Note

Attendees

  • @Sherry Lochhaas

  • @Angelica Felix

  • @Maria Figueroa

  • @Gem Stone-Logan , facilitator

  • @Lisa Mackinder

Not attending:

  • @Lisa Spagnolo

  • @Tamara Pilko

  • @Erika Quintana

  • @Caitlin Nelson , project champion

Meeting Recording List

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

 

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

 

1

Facilitator intro

 

 

Gem

 





 

2

Updates

 

 

 

 

 

 

 

3

Test pulling information from Analytics

 

 

 

Question: What privacy/usability concerns do we need to think about regarding these reports? Answer: We should be able to limit to specific campuses. What about campuses that aren’t contributing but have access.

Question: What does “partially invoiced” means and how it happens.

Future Analytics test:

Created new POL-120 but did not invoice so we can see in Analytics. Also made this off the collection inventory, not the bib. Can we retrieve the MMS ID for the bib?

 

Other reports to look at:

Quarterly 1 prepayment??

Report to figure out how to calculate quarter 1 payment/recharge

 

 

 

 

 

 

4

Next Steps

 

5

 

 

 

 

 

5

Parking Lot / Overflow

 

 

 

Notes/Topics for Ex Libris Consulting

Best Practice: How long to wait for collection to show in CZ vs creating local record? Inventory subteam will look and probably send to Eres for further discussion.

Vanderbilt integrated with Oracle and did a presentation on it.

For reference: Out of Office/Vacation Schedule

 

 

 

The SILS mission is to transform library services and operations through innovation and collaboration. The future is shared!
Question? Contact AskSILS-L@ucop.edu